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Investment & Financial Planning Advisor
Job in
Beaverton, Washington County, Oregon, 97078, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is hiring a financial advisor-like role focused on providing comprehensive advice and customized solutions to clients to help achieve their financial goals. The position involves triaging leads, referring to partners, meeting clients to review goals, building plans, and recommending brokerage products.
Licenses and trainings are required, with potential for residential mortgage responsibilities under SAFE Act regulations.
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